See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,236 | $59,101-79.3% | $77,163-84.1% | $75,163-83.7% |
| Participation rate | 20.0% | 63.9%-43.9pp | 69.6%-49.6pp | 67.2%-47.2pp |
| Annual return | 0.00% | 26.71%-26.7pp | 37.87%-37.9pp | 160.62%-160.6pp |
| Employer contribution / active EE | $707 | $1,995-64.5% | $2,535-72.1% | $2,670-73.5% |
| Participant deferral / active EE | $1,530 | $2,999-49.0% | $3,833-60.1% | $4,125-62.9% |
| Admin fee / account holder | $0 | $4,774-100.0% | $5,472-100.0% | $5,651-100.0% |